P. J. Dinuzzo

The DiNuzzo "Middle-Market Family Office" Breakthrough (eBook, ePUB)

Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families

• Format: ePub

Produktbeschreibung

More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world's wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. DiNuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy.

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Produktdetails

• Verlag: Morgan James Publishing
• Erscheinungstermin: 26. April 2022
• Englisch
• ISBN-13: 9781631958359
• Artikelnr.: 63694902

Autorenporträt

P. J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for DiNuzzo Private Wealth, Inc./DiNuzzo Family Office/DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and manages $929 million in assets under management as of December 31, 2021.

P. J. has earned numerous designations, including the distinguished Personal Financial Specialist (PFS™) designation and the Accredited Investment Fiduciary® (AIF®) designation. He is also the author of the book, The Seven Keys to Investing Success (Lioncrest Publishing, 2020) and P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, The Lange Money Hour radio show with Jim Lange, and The Street.com TV. He currently resides in Pittsburgh, PA.